FIKNX Mutual Fund

FIKNX Mutual Fund (Fidelity Advisor Small Cap Value Fund Class Z) is managed by Fidelity Investments (US) with $1.02B in net assets. FIKNX expense ratio is 0.84%, holding 113 positions across sectors including Information Technology, Consumer Discretionary. Inception date: 2018-10-02.

FIKNX performance shows a YTD return of 28.74%. The 1-year return is 41.33% and the 5-year return is 10.90%. FIKNX dividend yield stands at 0.97%, paid semi-annually.

FIKNX top holdings include Bank of Nt Butterfield & Son L (1.9%), Axcelis Technologies Inc (1.6%), Blue Bird Corp (0.8%), Marex Group (0.7%), A10 Networks Inc (0.5%). Go to all FIKNX holdings, FIKNX sectors, or FIKNX dividends.

FIKNX can be compared against other funds. Use FIKNX overlap to find shared positions, or FIKNX vs another fund for a side-by-side view. FIKNX alternatives are available via the screener, along with tax-loss harvesting opportunities.